Institutional Ownership Cion Investment Corp (CION)
This table provides information about the institutional ownership of Cion Investment Corp (CION). We have compiled data on the 173 institutions that hold shares in the stock, with a total of 19.6 Million shares, which have been reported (via 13F filing form) to have a value of $199 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gate Pass Capital, LLC
Independence, OH |
Oct 29, 2025 Q3 2025 |
26,000
shares
|
$264,160
0.14% of portfolio
|
Q3 2025
Reduced 3.7%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
25,653
shares
|
$260,634
0.01% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Nov 13, 2025 Q3 2025 |
25,620
shares
|
$260,299
0.02% of portfolio
|
Q3 2025
Reduced 44.05%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2025 Q3 2025 |
25,474
shares
|
$258,815
0.09% of portfolio
|
Q4 2024
Reduced 8.35%
|
|
|
A&I Financial Services, LLC
Lone Tree, CO |
Oct 23, 2025 Q3 2025 |
24,902
shares
|
$253,004
0.11% of portfolio
|
Q3 2025
Reduced 13.36%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
24,676
shares
|
$250,708
0.06% of portfolio
|
Q3 2025
Added 1.99%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
24,085
shares
|
$244,703
0.03% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
24,064
shares
|
$244,490
0.0% of portfolio
|
Q2 2025
Reduced 6.24%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
24,049
shares
|
$244,337
0.05% of portfolio
|
Q3 2025
Reduced 75.28%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
23,324
shares
|
$236,971
0.0% of portfolio
|
Q3 2025
Added 5.0%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
22,738
shares
|
$231,018
0.0% of portfolio
|
Q1 2025
Reduced 13.8%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
22,689
shares
|
$230,520
0.0% of portfolio
|
Q3 2025
Reduced 21.71%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
21,754
shares
|
$221,020
0.0% of portfolio
|
Q3 2025
Added 15.14%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
21,473
shares
|
$218,165
0.02% of portfolio
|
Q3 2023
Reduced 11.43%
|
|
|
Jenkins Wealth
Englewood, CO |
Jan 11, 2023 Q4 2022 |
20,734
shares
|
$210,657
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
20,657
shares
|
$209,875
0.0% of portfolio
|
Q3 2025
Reduced 13.59%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
20,219
shares
|
$205,425
0.02% of portfolio
|
Q3 2025
Added 7.23%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
20,115
shares
|
$204,368
0.0% of portfolio
|
Q3 2025
Added 59.1%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
19,600
shares
|
$199,136
0.0% of portfolio
|
Q3 2025
Added 23.04%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
19,402
shares
|
$197,124
0.08% of portfolio
|
Q2 2025
Reduced 8.17%
|
|
|
Swmg, LLC
Fort Worth, TX |
Oct 24, 2025 Q3 2025 |
19,374
shares
|
$196,839
0.06% of portfolio
|
Q4 2021
New holding
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
19,269
shares
|
$195,773
0.0% of portfolio
|
Q3 2025
Added 8.06%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
18,306
shares
|
$185,988
0.01% of portfolio
|
Q3 2025
Reduced 16.91%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
17,478
shares
|
$177,576
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Foresight Wealth Management, LLC
|
Feb 13, 2023 Q4 2022 |
17,204
shares
|
$174,792
2.4% of portfolio
|
Q4 2022
Reduced 67.64%
|
|